Atticus Wealth Management, LLC ETFs

Atticus Wealth Management, LLC

$294 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IGM Ishares Expanded Tech Sector E	$0	$45,000 0.02% of portfolio	444	Q1 2024 Added 500.0%
LQD Ishares Iboxx $ Investment Gra	$0	$45,000 0.02% of portfolio	425	Q4 2024 Added 1.43%
RYLD Global X Fds Russell 2000 Cove	$0	$45,000 0.02% of portfolio	2,807	Q4 2024 Added 2.0%
VIGI Vanguard Whitehall Fds Intl Di	$0	$44,000 0.01% of portfolio	562	Q4 2024 Reduced 23.74%
FHLC Fidelity Covington Tr Msci Hea	$0	$41,000 0.01% of portfolio	640	Q2 2023 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$39,000 0.01% of portfolio	582	Q4 2024 Reduced 3.64%
IJS Ishares S&P Smallcap 600 Value	$0	$38,000 0.01% of portfolio	355	Q4 2024 Added 0.57%
VOX Vanguard Communication Service	$0	$38,000 0.01% of portfolio	250	Q2 2023 New
STLG Ishares Factors Us Growth Styl	$0	$32,000 0.01% of portfolio	639	Q4 2024 New
IYF Ishares Tr	$0	$29,000 0.01% of portfolio	270	Q2 2024 Added 0.37%
XLB Select Sector Spdr Fd Material	$0	$28,000 0.01% of portfolio	335	Q4 2024 Added 0.6%
SLV I Shares Silver Trust	$16B	$28,000 0.01% of portfolio	1,066	Q3 2024 Added 144.5%
IEMG Ishares Inc	$0	$28,000 0.01% of portfolio	530	Q2 2024 Reduced 38.08%
ESGD Ishares Trust Ishares Esg Awar	$0	$26,000 0.01% of portfolio	348	Q4 2024 Added 1.16%
XTL Spdr Ser Tr S & P Telecom ETF	$0	$21,000 0.01% of portfolio	200	Q4 2024 New
AIVL Wisdomtree U.S. Ai Enhanced Va	$0	$21,000 0.01% of portfolio	200	Q4 2021 New
VEA Vanguard Ftse Developed Market	$0	$21,000 0.01% of portfolio	443	Q4 2024 Added 1.37%
LIT Global X Fds Global X Lithium	$0	$20,000 0.01% of portfolio	500	Q2 2023 Added 900.0%
QYLD Global X Fdsnasdaq 100 Covered	$0	$19,000 0.01% of portfolio	1,080	Q3 2024 Reduced 2.17%
EVX Vaneck ETF Tr Environmental Se	$0	$17,000 0.01% of portfolio	102	Q4 2024 Added 0.99%
IJK Ishares S&P Midcap 400 Growth	$0	$17,000 0.01% of portfolio	188	Q4 2022 New
IWR Ishares Russell Mid Cap ETF	$0	$16,000 0.01% of portfolio	191	Q4 2024 Added 3.8%
ECAT Black Rock Esg Capital Allocation Trust	$0	$16,000 0.01% of portfolio	1,000	Q2 2024 New
USMV Ishares Msci Usa Min Vol Facto	$0	$16,000 0.01% of portfolio	188	Q3 2024 Reduced 4.57%
BNDX Vanguard Total International B	$0	$15,000 0.01% of portfolio	314	Q4 2024 Added 2.61%
SPSM Spdr Portfolio S&P 600 Small C	$0	$15,000 0.01% of portfolio	354	Q4 2024 Added 5.04%
VEU Vanguard Ftse All World Ex Us	$0	$14,000 0.0% of portfolio	256	Q4 2024 Added 7.11%
ITA Ishares Tr	$0	$14,000 0.0% of portfolio	100	Q4 2024 New
IEFA Ishares Tr	$0	$12,000 0.0% of portfolio	178	Q2 2024 Reduced 62.99%
BCAT Black Rock Capital Allocation Trust	$0	$11,000 0.0% of portfolio	780	Q2 2024 New
ICLN Ishares	$0	$11,000 0.0% of portfolio	1,000	Q4 2022 Reduced 6.02%
IBB Ishares Biotechnology ETF	$0	$9,000 0.0% of portfolio	75	Q2 2023 New
IEF Ishares Barclays	$0	$8,000 0.0% of portfolio	94	Q4 2024 Added 1.08%
SCHM Schwab Strategic U.S. Mid Cap	$0	$8,000 0.0% of portfolio	294	Q4 2024 Added 200.0%
UAUG Innovator U.S. Equity Ultra Bu	$0	$7,000 0.0% of portfolio	200	Q4 2022 New
BND Vanguard Bd Index Fd Inc Total	$0	$7,000 0.0% of portfolio	100	Q4 2024 Added 1.01%
PBD Invesco ETF Tr Ii Global Clean	$0	$4,000 0.0% of portfolio	424	Q4 2024 Added 0.47%
IVE Ishares S&P 500 Value ETF	$0	$3,000 0.0% of portfolio	17	Q3 2024 Reduced 83.65%
BBAX J P Morgan Betabuilders Develo	$0	$3,000 0.0% of portfolio	72	Q4 2023 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$2,000 0.0% of portfolio	99	Q4 2024 Added 1.02%
SMH Vaneck ETF Tr Semiconductor Et	$0	$1,000 0.0% of portfolio	6	Q4 2024 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$1,000 0.0% of portfolio	85	Q3 2024 Reduced 10.53%
MUB Ishares National Muni Bond ETF	$0	$1,000 0.0% of portfolio	12	Q4 2023 Reduced 97.57%
SOXQ Invesco ETF Tr Ii Invesco Phlx	$0	$1,000 0.0% of portfolio	46	Q2 2024 New
CORP Pimco Investment Grade Corp Bd	$0	$0 0.0% of portfolio	0	Q4 2024 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$0 0.0% of portfolio	0	Q4 2024 New
IXC Ishares Tr Global Energy ETF	$0	$0 0.0% of portfolio	12	Q3 2024 Reduced 76.92%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$0 0.0% of portfolio	1	Q1 2024 Reduced 92.31%
IJR Ishares Core S&P Sm Cap ETF	$0	$0 0.0% of portfolio	5	Q3 2024 Reduced 68.75%
TLT Ishares Barclays 20+ Year Trea	$0	$0 0.0% of portfolio	11	Q3 2024 Reduced 87.21%

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